Jupiter Wealth Management’s Bank of America BAC Stock Holding History

Jupiter Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Buy	36,600 +2,000	+6%	+$106K	0.83%	29
2026 Q1	$1.72M	Sell	34,600 -2,000	-5%	-$103K	0.68%	32
2025 Q4	$1.92M	Hold	36,600	–	–	0.86%	30
2025 Q3	$1.89M	Buy	36,600 +2,000	+6%	+$97.6K	0.89%	27
2025 Q2	$1.63M	Buy	34,600 +10,600	+44%	+$446K	0.83%	28
2025 Q1	$1.07M	Sell	24,000 -22,247	-48%	-$991K	0.65%	35
2024 Q4	$2.03M	Buy	46,247 +2,500	+6%	+$110K	1.02%	25
2024 Q3	$1.74M	Sell	43,747 -19,900	-31%	-$798K	0.89%	33
2024 Q2	$2.57M	Buy	63,647 +1,701	+3%	+$65.2K	1.36%	23
2024 Q1	$2.34M	Buy	61,946 +22,946	+59%	+$788K	1.24%	24
2023 Q4	$1.31M	Hold	39,000	–	–	0.77%	32
2023 Q3	$1.08M	Buy	39,000 +15,000	+63%	+$444K	0.7%	36
2023 Q2	$689K	Sell	24,000 -12,600	-34%	-$360K	0.59%	40
2023 Q1	$1.05M	Buy	36,600 +16,600	+83%	+$548K	0.96%	31
2022 Q4	$662K	Sell	20,000 -1,000	-5%	-$34.4K	0.64%	36
2022 Q3	$634K	Hold	21,000	–	–	0.64%	38
2022 Q2	$653K	Sell	21,000 -64,372	-75%	-$2.32M	0.6%	37
2022 Q1	$3.52M	Hold	85,372	–	–	2.2%	17
2021 Q4	$3.8M	Sell	85,372 -10,000	-10%	-$456K	1.97%	17
2021 Q3	$4.5M	Buy	95,372 +7,000	+8%	+$282K	2.12%	15
2021 Q2	$3.55M	Sell	88,372 -5,766	-6%	-$236K	1.7%	19
2021 Q1	$3.87M	Buy	94,138 +74,138	+371%	+$2.56M	1.96%	17
2020 Q4	$606K	Buy	+20,000	New	+$536K	0.37%	43
2020 Q1	–	Sell	-115,476	Closed	-$4.08M	–	74
2019 Q4	$4.08M	Sell	115,476 -185	-0.2%	-$5.98K	1.97%	20
2019 Q3	$3.37M	Sell	115,661 -653	-0.6%	-$18.8K	1.8%	23
2019 Q2	$3.4M	Buy	116,314 +238	+0.2%	+$6.86K	1.68%	26
2019 Q1	$3.49M	Buy	+116,076	New	+$3.28M	1.68%	26

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jupiter Wealth Management's BAC Position: Q2 2026 in Review

Jupiter Wealth Management increased its Bank of America (BAC) stake by 5.8% in Q2 2026, buying an estimated $106K and bringing the position to 36,600 shares worth $2.09M. The position accounts for 0.83% of the portfolio, ranked #29.

Jupiter Wealth Management first reported a position in BAC in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.5M in Q3 2021. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Jupiter Wealth Management held 36,600 shares of Bank of America worth $2.09M as of Q2 2026.
Jupiter Wealth Management bought 2,000 Bank of America shares in Q2 2026, an estimated $106K.
Bank of America made up 0.83% of Jupiter Wealth Management's portfolio in Q2 2026, its #29 holding.
Jupiter Wealth Management first reported a position in Bank of America in Q1 2019 and has held it in 27 quarters since.
Jupiter Wealth Management's Bank of America position peaked at $4.5M in Q3 2021.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.